Veeva Vault OAuth2 Account

Overview

Use this account type to connect Veeva Vault Snaps with Veeva Vault instances using OAuth 2.0 authentication. This account type supports OAuth 2.0 authorization flows for secure, token-based authentication to Veeva Vault.


Veeva Vault OAuth2 Account

Prerequisites

  • An OAuth 2.0 client ID and client secret from Veeva Vault
  • API access enabled in your Veeva Vault instance
  • The Veeva Vault domain URL for your instance
  • OAuth 2.0 application configured in Veeva Vault Admin

Account settings

Note: Learn about the common controls in the Snap settings dialog.
Field/Field set Description
Label

String

Required.Specify a unique label for the account.

Default value: N/A

Example: Veeva Vault OAuth2 Production

Vault DNS*

String/Expression
The DNS of your Veeva Vault instance.

Default value: N/A

Example: https://test-snaplogic-vaultcrm.veevavault.com

Vault ID

String
The ID of the Vault to connect to. Specify this field when your Veeva Vault domain contains more than one Vault.

Default value: N/A

Example: 189551

OAuth/OIDC profile ID*

String/Expression
The ID of the OAuth 2.0 or OpenID Connect profile configured in Veeva Vault Admin.

Default value: N/A

Example: _4a0fd2de-6153-4b84-8334-c1361332fe5b

Client ID*

String
The client ID of the application registered with your authorization server.

Default value: N/A

Example: 587d12f3-65e7-46a4-983c-db75cab823eb

Client secret

String
The client secret of the application registered with your authorization server.

Default value: N/A

Access token

String
(Read-only) The access token retrieved from the authorization server. This field is populated when you click Authorize and is obfuscated after you save the account.

Default value: N/A

Access token expiration

Integer
(Read-only) The expiration time of the access token, in epoch seconds.

Default value: N/A

Header authenticated

Checkbox
Select this checkbox if your authorization server expects the client ID and client secret in the request header instead of the request body.

Default value: Selected

OAuth2 token endpoint*

String
The token endpoint URL of your authorization server.

Default value: N/A

Example: https://login.microsoftonline.com/3264ebb4-0b34-42ff-820b-25c39783.../oauth2/v2.0/token

Grant type

Dropdown list
The OAuth 2.0 grant type to use when requesting the access token.

Default value: client_credentials

Token endpoint config Use this field set to define custom parameters to send to the token endpoint. This field set contains the following fields:
Token endpoint parameter

String
The name of the parameter to send to the token endpoint.

Default value: N/A

Example: scope

Token endpoint parameter value

String
The value of the parameter to send to the token endpoint.

Default value: N/A

Authorization endpoint config Use this field set to define custom parameters to send to the authorization endpoint. This field set contains the following fields:
Authorization endpoint parameter

String
The name of the parameter to send to the authorization endpoint.

Default value: N/A

Authorization endpoint parameter value

String
The value of the parameter to send to the authorization endpoint.

Default value: N/A

Auto-refresh token

Checkbox
Select this checkbox to let the account refresh the access token automatically before it expires. If you deselect it, click Refresh to renew the token manually.

Default value: Selected

Authorize Click to authorize the account against your authorization server and retrieve the access token.
Refresh Click to renew the access token without reauthorizing the account.

Troubleshooting

Error Reason Resolution
Failed to validate account Invalid OAuth 2.0 credentials or incorrect configuration. Verify that the Client ID, Client secret, OAuth/OIDC profile ID, and Vault DNS are correct.
Invalid token endpoint The OAuth2 token endpoint is incorrect or unreachable. Verify the OAuth2 token endpoint. If you are using a custom token endpoint, ensure that it is accessible.
OAuth 2.0 token expired The access token has expired. The account automatically refreshes tokens. If the issue persists, verify the OAuth 2.0 application configuration in Veeva Vault.
API access denied The OAuth 2.0 application does not have required permissions. Ensure that the OAuth 2.0 application in Veeva Vault has the necessary API permissions enabled.